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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,751 | $135,645-60.4% | $110,243-51.2% | $135,380-60.3% |
| Participation rate | 69.2% | 83.5%-14.2pp | 79.8%-10.6pp | 82.6%-13.4pp |
| Annual return | -7.59% | 513.24%-520.8pp | 314.76%-322.3pp | 519.81%-527.4pp |
| Employer contribution / active EE | $2,663 | $4,907-45.7% | $3,827-30.4% | $4,779-44.3% |
| Participant deferral / active EE | $6,926 | $5,507+25.8% | $4,672+48.2% | $5,609+23.5% |
| Admin fee / account holder | $2,052 | $11,458-82.1% | $8,548-76.0% | $10,828-81.0% |